| 1 | Riverview Trust Co | $14.6M | 289,629 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $4.3M | 85,228 | Added |
| 3 | LPL Financial LLC | $3.8M | 75,697 | Trimmed |
| 4 | Global Retirement Partners, LLC | $2.1M | 42,252 | Trimmed |
| 5 | Life Planning Partners, Inc | $1.9M | 38,530 | Trimmed |
| 6 | Financial Planning Fort Collins, LLC | $1.9M | 37,887 | Added |
| 7 | Thrivent Financial for Lutherans | $1.7M | 33,387 | New |
| 8 | JANE STREET GROUP, LLC | $1.5M | 30,194 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $1.3M | 25,617 | Added |
| 10 | Avidian Wealth Enterprises, LLC | $748,082 | 14,840 | Added |
| 11 | Embree Financial Group | $665,513 | 13,202 | Trimmed |
| 12 | EverSource Wealth Advisors, LLC | $487,515 | 9,671 | New |
| 13 | Global Wealth Management, LLC | $299,058 | 5,933 | Added |
| 14 | CAMELOT TECHNOLOGY ADVISORS, INC. | $284,776 | 5,649 | Added |
| 15 | Elequin Capital, LP | $258,049 | 5,119 | New |
| 16 | CAHABA WEALTH MANAGEMENT, INC. | $236,932 | 4,700 | Hold |
| 17 | J.W. COLE ADVISORS, INC. | $228,292 | 4,529 | New |
| 18 | CITADEL ADVISORS LLC | $228,004 | 4,523 | New |
| 19 | RAYMOND JAMES FINANCIAL INC | $200,884 | 3,985 | New |
| 20 | Stone House Investment Management, LLC | $142,207 | 2,821 | Hold |
| 21 | FMR LLC | $54,449 | 1,080 | Added |
| 22 | Moisand Fitzgerald Tamayo, LLC | $43,656 | 866 | New |
| 23 | Quantinno Capital Management LP | $0 | 0 | Exited |
| 24 | Steward Partners Investment Advisory, LLC | $0 | 0 | Exited |
| 25 | Kestra Advisory Services, LLC | $0 | 0 | Exited |